tim mulholland of china america capital joins us now from the trading floor of cme group. good morning, good to have you on the show this morning on this jobs friday. > > good to be here. > > what do you anticipate as far as the numbers? > > looking at the adp report wednesday and yesterday's jobless claims report, expectations are probably on the high side. my expectation, for whatever it's worth, and i really don't think it's worth that much no matter what comes out, but 140,000. as long as we're north of 120,000, 140,000, i think it will be ok. the key is going to be the unemployment rate itself, which eyes will be focused on given the sharp drop it had at last month, and it's expected to uptick one or two basis points to 7.8%, 7.9%. so i think that's going to be real key to watch as well. > > and it turns out that consumers are confident. consumer confidence coming in at a four-year high. what do you make of that? > > i think that consumer confidence really goes with the market itself. granted that we have avoided a summer in which things could have turned very bad, an